2023 Form 5500 filing — Tbi Employee Profit Sharing 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014141411NAL0013430675001) for Tbi Employee Profit Sharing 401(K) Plan, reported by Transcon Builders, Inc. under EIN 34-0900700 and plan number 003. It reports 498 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141411NAL0013430675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Transcon Builders, Inc.
- EIN
- 34-0900700
- Plan number
- 003
- Location
- Bedford Heights, OH
- Participants
- 498
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,503,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,503,241
- Employer contributions
- $86,373
- Participant contributions
- $822,010
- Total income / additions
- $2,479,664
- Benefits paid
- $780,850
- Administrative expenses
- $74,437
- Total expenses
- $873,841
- Net increase / (decrease)
- $1,605,823
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $49,307 | $0 |
| Nfp Retirement Inc | ADVISOR | $25,130 | not reported in the loaded dataset |